Top 50 Harbour Investments Inc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD S&P 500 ETF | 3.64% | 395.2K | $236.1M | -14.52%(-67.11K) | $452.81(+50.05%) | 2026-03-31 | |
| QQQ | INVESCO QQQ TRUST SERIES I | 2.48% | 278.2K | $160.6M | +0.97%(+2.67K) | $358.61(+97.69%) | 2026-03-31 | |
| SDVY | FIRST TRUST SMID CAP RISING DIVIDEND ACHIEVERS ETF | 2.33% | 3.83M | $151.0M | +41.04%(+1.11M) | $35.52(+14.85%) | 2026-03-31 | |
| AAPL | APPLE INC COM | 1.8% | 459.6K | $116.6M | +69.61%(+188.64K) | $189.55(+58.39%) | 2026-03-31 | |
| UCON | FIRST TRUST SMITH UNCONSTRAINED BOND ETF | 1.58% | 4.12M | $102.1M | +15.70%(+559.26K) | $25.03(-1.17%) | 2026-03-31 | |
| AVEM | AVANTIS EMERGING MARKETS EQUITY ETF | 1.43% | 1.15M | $92.5M | +48.39%(+374.34K) | $69.66(+31.90%) | 2026-03-31 | |
| BUFR | FT VEST LADDERED BUFFER ETF | 1.36% | 2.62M | $88.4M | +5.41%(+134.35K) | $27.84(+29.53%) | 2026-03-31 | |
| IJH | ISHARES CORE S&P MID-CAP ETF | 1.31% | 1.26M | $84.9M | +0.27%(+3.42K) | $59.62(+21.13%) | 2026-03-31 | |
| IVV | ISHARES CORE S&P 500 ETF | 1.24% | 123.5K | $80.6M | +44.24%(+37.87K) | $513.90(+44.47%) | 2026-03-31 | |
| CGCP | CAPITAL GROUP CORE PLUS INCOME ETF | 1.11% | 3.22M | $71.9M | +14.13%(+398.43K) | $22.46(-1.27%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +11.18% | +37.44% |
| Top 20 Holdings Unweighted | +10.64% | +35.43% |
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